COI · Compliance
Know a sub is covered before you pay them.
Autessa reads and verifies every COI and lien waiver, then puts the vendor's compliance status on the payment itself — so an expired certificate is caught before the check goes out. With or without an ERP.
The problem
Tracking a certificate is not the same as catching a bad payment.
Most teams already track compliance somewhere. A folder stores the documents; a COI tool can verify them. The exposure isn't that the certificate is missing from a list. It's that a payment goes out to a vendor whose coverage lapsed or whose waiver isn't in, because the status lives in one place and the payment runs in another.
Catch a bad payment before it goes out.
Book a 30-minute demo and we'll show it live, then a free pilot on your own data.
The solution
Verified compliance, shown where the payment happens.
Autessa collects the documents, reads them, and checks them against your requirements. Then it carries that verified status to the payment, so nothing goes out against an expired certificate or a missing waiver without your team seeing it first. Your team still decides whether to hold, pay, or override.
Read and checked, not just filed
Each COI is read for coverage, limits, dates, named insured, and key endorsements, then checked against the requirements you set for that project or vendor class. Anything unclear is routed to your team.
The status lands on the payment
When a payment is being prepared, that vendor's live compliance status is right there. Expired, deficient, or missing is flagged before release, with the reason.
How it fits
Collected, verified, and shown at payment.
Autessa handles collection, reading, and verification, and shows the status where the payment is made. Nothing to re-key, nothing to reconcile, and the sign-off stays with your team.
Sign-off stays with your team. Autessa does the reading and the catching; your people make the call before anything is released.
Compliance works with or without an ERP. On Acumatica or NetSuite the status is written back to the vendor record; on its own, it lives with the payment in Autessa.
Questions finance teams ask
Straight answers before you book.
How is this different from a COI tracking tool like Billy or myCOI?+
COI tracking tools verify certificates and write a status to a list, then leave it to a person to act on it. They sit beside accounts payable, not inside it. Autessa verifies the same documents and shows the result on the payment as it is being prepared, in the same place that pays.
Does Autessa stop payments automatically?+
No. Autessa flags a vendor whose COI is expired, deficient, or missing, or whose lien waiver is not in, on the payment before it is released. Your team decides whether to hold it, pay anyway, or override with a logged reason. Every decision is recorded for audit.
Can Autessa read certificates of insurance and check coverage?+
Yes. Autessa reads each certificate, extracts coverage types, limits, dates, named insured, and key endorsements, and checks them against the requirements you set for that project or vendor class. Anything it cannot read with confidence is routed to your team rather than passed through.
Do I need an ERP to use this?+
No. Compliance verification works with or without an ERP. If you run Acumatica or NetSuite, the verified status is written back to the vendor record and shown at payment. If not, the status lives with the payment in Autessa.
Does it handle lien waivers too?+
Yes. Alongside COIs, Autessa tracks lien waivers, flags missing ones before a payment is released, and shows their status on the payment so a check does not go out without the waiver in.
How does it collect documents from subcontractors?+
Autessa requests and collects COIs and waivers directly from your subs with no vendor login required, and chases expiring or missing documents automatically, so the burden of collection is off your team.
Is there an audit trail?+
Yes. Every verification result and every payment decision — hold, pay, or override with a reason — is recorded, so you have a defensible audit trail of who decided what and why.